See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,021 | $149,734-74.6% | $118,925-68.0% | $158,922-76.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 75.4%-42.0pp | 82.0%-48.6pp |
| Annual return | 20.25% | 19.95%+0.3pp | 35.88%-15.6pp | 302.83%-282.6pp |
| Employer contribution / active EE | $549 | $4,115-86.7% | $3,263-83.2% | $4,761-88.5% |
| Participant deferral / active EE | $2,574 | $5,223-50.7% | $4,265-39.7% | $5,982-57.0% |
| Admin fee / account holder | $95 | $8,603-98.9% | $6,581-98.6% | $11,246-99.2% |